kwindell
New Member

Retirement tax questions

Thank you! Per the IRS guidance, I can choose to spread my withdrawal amount over three years, but my 1099-R not TurboTax allowed for that option. Am I correct in interpreting that guidance that splitting the withdrawal evenly and including it on related tax years is a responsibility I can take? My concern is being able to support the difference amount listed on my taxes compared to my 1099-R, should I be audited.